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RJC

290 calls

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RJC

@RJCcapital/guest

Avg-5.7%Win36%

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Speaker record

ORCL/long/tweets

Oracle leads Japan's top-secret air-gapped cloud race, beating AMZN, MSFT, and GOOGL to a high-value sovereign defense contract.

$ORCL is winning the race to sell top-secret cloud services to Japan that the US says are critical to secure intelligence sharing between Tokyo and allies as they face growing threats from China.

Peak-

AEHR/long/tweets

AEHR's pivot to AI burn-in (71% of FY26 rev) plus HBF power-intensity tailwinds drive FY27 guidance to 2.6x–3x growth, well above prior expectations.

FY27 revenue guidance is $130–$150 million, implying 2.6x–3x growth, with 18–22% non-GAAP pre-tax margins. Management says it is not capacity constrained at $150 million and could raise guidance as orders convert.

Peak+17.4%

SNDK/long/tweets

HBF's structural power and test demands validate SanDisk's next-gen flash architecture as a differentiated AI-memory tier, not just another enterprise SSD.

The HBF commentary is especially bullish for $SNDK. It suggests next-generation flash is becoming structurally more power- and test-intensive, validating HBF as a differentiated AI-memory architecture rather than simply another enterprise SSD.

Peak-

ON/long/tweets

SiC demand recovering with ~$8M of new AEHR orders in one month signals the EV and industrial power semiconductor cycle is turning, improving the outlook for ON Semiconductor's dominant SiC franchise.

Silicon carbide is recovering, with approximately $8 million of new orders in the last month. That supports $AEHR while improving the backdrop for $ON $WOLF $IFNNY $STM and $NXPI.

Peak+0.5%

MPWR/long/tweets

HBF's extreme power demands stress existing power supply infrastructure, creating a structural pull for MPWR's high-density power management ICs across the AI memory stack.

HBF is breaking existing test infrastructure across power supplies, I/O pins and parallelism. That is bullish for $AEHR's high-power burn-in platform and for the broader power stack across $MPWR $POWL $ON $NXPI and $VRT.

Peak+0.1%

TLT/long/tweets

Polymarket's 71% Fed hike probability for 2026 is overpriced; as odds deflate, Treasury yields fall and long bonds rally.

seems too high

Peak+0.2%

PENG/long/tweets

$PENG sold off on dilution fears that are ~0–1% net-new — the market misread a convert refinancing as a capital raise.

tweets raising alarm bells over the offering as "massive" dilution are overblown. The stock should be up not down.

Peak+6.7%

ARM/long/tweets

Masayoshi Son says selling ARM would be squandering the core of the AI revolution — ARM's chip IP is irreplaceable at the center of the coming tech cycle.

we in middle of biggest technology revolution and you sell semiconductors for a new pdf maker called Figma?

Peak+3.2%

SKHY/long/tweets

SK Hynix ADR conversion opening July 29th creates a hard catalyst for SKHY to reprice toward Kospi parity.

The Korean depository has notified investors that a conversion is expected to be available starting on July 29th.

Peak+6.6%

SKHY/long/tweets

July 29 conversion opening bridges the Korea–Nasdaq gap, pulling SKHY higher on fresh arbitrage demand

The Korean depository has notified investors that a conversion is expected to be available starting on July 29th.

Peak+6.4%

NBIS/long/tweets

NY moratorium selloff in neoclouds is overblown for NBIS, which has zero NY exposure

I have thought it through and think the fears are overblown, especially for $NBIS

Peak+3.7%

CRWV/short/tweets

NY's first statewide data center moratorium raises policy risk for neoclouds, putting CoreWeave's expansion plans under pressure.

Neoclouds are sliding this morning as New York becomes the first state to impose a data center moratorium.

Peak+2.9%

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